Downloads
Neat Downloads
Neat - The Neat Experience!
Splitting Receipts in Neat
Items & Item Management in Neat
NeatFiles FAQ
Combine and Separate Items in Neat
My Categories
Sharing Accounts in Neat
Top Neat FAQs
Keyboard Shortcuts
Demo Data in Neat
Currencies & Amounts in Neat
File Cabinet Reporting in Neat
Split Transactions in Neat
Neat Trial FAQ
File Fields & Categories in Neat
Updating your Log In Email Address
Filtering in Neat
Basic Troubleshooting - Resolve 90% of Technical Issues on Neat Web App
Email-In Feature in Neat
Emailing Items from Neat
Onboarding Checklist
Account Settings in Neat
Logging into Neat
Invoicing Basics in Neat
Mark Bills and Invoices as Paid
Accounting Reporting
Sign In with Google
Export Items from Neat
Image Management & Printing in Neat
Business Profile in Neat
List Management in Neat
Windows 10 End of Support
Vendor Mapping
Searching in Neat
Getting Started - Managing Finances in Neat
Sign-In Options
Assets and Liabilities in Neat
Collecting an Item ID in Neat
Bulk Edit in Neat
Transactions in Neat
Suggested Transaction Matching in Neat
Manage Grid Columns in Neat
Transaction Streaming Connection Errors
Sharing Folders in Neat
Folder Management in Neat
Items Stuck Processing in Neat
Starting Balances in Neat
Your document plan limit has been reached
Multi-Account User Access
User Profile in Neat
Error: The API version does not match the Worker version.
Mileage in Neat
Insights in Neat
Import Items into Neat
Adjustments in Neat
Monthly Review
Cash on Hand
Where Do My Scanned Items Go? - Needs Review Overview
Files in Neat
Smart Categorization
Export Data to Quicken
Export Data to TurboTax
Export Data to H&R Block
Neat Mobile App
Accessing the Neat Web App on a Mobile Device
Transactions in the Neat Mobile App
Searching in the Neat Mobile App
Biometric Sign-in
Capture Items with the Neat Mobile App
Troubleshoot Google Sign-In Issues
Mobile Subscriptions
File Cabinet in the Neat Mobile App
Mobile Monthly Review Experience
Invoicing in the Neat Mobile App
Neat Mobile App - Forgot Password / Reset Password
Neat Mobile App Overview
Change System Default Settings in the Neat Mobile App
Neat Desktop Application
How to Scan to Neat via ScanSnap Home
Neat Desktop App - Red Exclamation Point when Scanning or Uploading
Troubleshooting "Error uploading. Retrying in 60 seconds."
Neat Desktop Application - Combine or Separate Items After Scanning
Neat Scanners and Mac OS Sonoma
Neat Desktop App and retired versions of Mac OS
Troubleshooting "Scanner Not Connected" Message
Resolving Neat Driver Install not Proceeding - Windows
Improving Image Quality on Neat Scanners
Neat Desktop Application - Error Checking Default Scan Path
Print to Neat - Windows
Beta Mac Drivers for Neat Scanners
Neat Scanners and Mac OS Ventura
Print to Neat - Mac
Neat Desktop Application FAQ
NEW! Neat Desktop Application
Install the Neat Desktop Application
Neat Scan Utility
Install Neat Scan Utility for the Desktop
Neat Scan Utility FAQ
3rd Party Scanners
Kodak ScanMate i940
Certified 3rd Party Scanners
Adjusting Scan Settings in ScanSnap Manager
Manually Adding Neat to ScanSnap Manager
ScanSnap iX500
ScanSnap iX1500
ScanSnap S1100
ScanSnap S1300
How to Scan to PDF and Import to Neat Using ScanSnap Manager
How to Scan and Import to Neat via ScanSnap Home
Scan with 3rd Party Scanners
Raven Original and Pro Scanners
Scan with ScanSnap Scanners to Neat
ScanSnap iX100
Canon DR-C240
Canon P-208II
Canon DR-M260
Canon DR-F120
Canon DR-C225
Canon DR-M160II
Canon P-215II
Brother DS-920DW
Brother ADS-1500W
Panasonic KV-S1065C
Panasonic KV-S1046C
Panasonic KV-S1026C
Panasonic KV-S1015C
Ambir Travel Scan Pro (PS600-2 & PS600-3)
Ambir ImageScan Pro 820ix
Ambir ImageScan Pro 490i
Kodak ScanMate i1150WN
TWAIN Support for Neat Scanners
Integrations
QuickBooks Online
QuickBooks Categories & Neat
Integrate QuickBooks Online
Campaign Monitor
Integrate Campaign Monitor
Constant Contact
Integrate Constant Contact
Google Contacts
Integrate Google Contacts
MailChimp
Integrate MailChimp
Outlook.com
Integrate Outlook.com
Customer Service
Billing Partner Portal
Neat Hardware Exit
Make a Payment
Cancel Neat Cloud Subscription
Contact the Neat Support Team
Login Issues / Locked Account - Reset your Password
Manage your Account with the Neat Self Service Portal
Collecting Logs from Neat's Self Service Portal
How to Open a Chat with a Support Agent
Manage your Subscription
Delete your Neat Account & Account Data
Update your Account Information with the Self Service Portal
Meeting Electronic Document Requirements for the IRS
I Didn't Authorize this Charge - Terms & Conditions
VISA Return Authorization Mandate
What is this charge?
Account Partially Set Up
Is Neat Cloud Service HIPAA Compliant?
Remote Support Connection Guide
Remote Assistance
Opting In or Out of Neat Emails
Neat Ecosystem FAQs
Update Credit Card
Retired Products
NeatConnect
NeatConnect: About the Outbox
NeatConnect: Wireless Connection Troubleshooting
NeatConnect: Settings Menu
NeatConnect: Editing Scans on Scanner
NeatConnect: Sending Scans from the Outbox
NeatConnect: Setting Up WiFi Connection
NeatConnect: Scanning Help
NeatConnect: Factory Reset
NeatConnect: Hardware Specifications
NeatConnect: Items Could Not Be Uploaded
NeatConnect: Touchscreen & Display Issues
NeatConnect: Using Local Access Mode
NeatConnect: Incorrect Username/Password Message when adding Gmail Account
NeatConnect: Update Firmware
NeatConnect: Scanning Issues
NeatConnect: Calibration
NeatConnect: Adding Scan Destinations
NeatConnect: Overview
NeatConnect: Scan Directly to Neat Cloud
NeatConnect: Paper Feed Issues
NeatConnect: Add DropBox Account
NeatDesk
NeatDesk: Overview
NeatDesk: Getting Started
NeatDesk: Cleaning Your Scanner
NeatDesk: Calibration
NeatDesk: Paper Feed Issues
NeatReceipt
NeatReceipts: Getting Started
NeatReceipts: Overview
NeatReceipts: Clean Your Scanner
HP Officejet 8040
HP Officejet 8040: File your Neat Cabinet
HP Officejet 8040: Getting Started
All Scanners: Drivers & Troubleshooting
Mac: Testing Image Quality in Image Capture
Using Your Neat Scanner Without the Neat Software
Mac OS 10.14 Mojave: Neat Scanner Driver
Neat Scanners: Overview
Mac OS 10.15 Catalina
Mac High Sierra: Scanner is in Use by Other Application
Neat Scanner Support
Mac: Reinstalling Scanner Drivers in Neat
Windows: Reinstalling Scanner Drivers
Windows: Reinstalling Scanner Drivers with MS Fixit
Migration Assistance Articles
Windows: Export to PDF Guide
Windows: Error 137
Mac: Export to PDF Guide
Backup Guide - Migration Tool (Mac)
What is my Neat Cloud Username? - Migration Tool (Windows)
Recover Neat Legacy Data in Mac
Neat Smart Organization System - Recreate Folder Structure for Migration
Migrate from Legacy to the New Neat Experience
Windows Legacy: Obtaining Error Log
Legacy for Windows - BackUp Guide
Before you Sync (Windows)
End of Support for Legacy Desktop Software
Neat Sync Login Message
Retired Desktop Software Options
Legacy Live Support
Scanner Accessories
Red 'Error' Message in Neat Legacy Software
How to Clear your DNS Cache
Miscellaneous Technical How-Tos
Mac - How to Create a Screenshot
Windows - How to Create a Screenshot
Mac - USB-C Connection
Windows - Show Hidden Folders
Windows - Set File Permissions
Video Center
Getting your Files Into Neat
Getting Starting with Neat Invoicing
Neat Status Page
Known Issues - Neat Status Page
All Categories > Customer Service
23 articles
This page helps Neat users quickly reset their password, unlock their account, and enable Multi-Factor Authentication for added security.
Make a payment
Contact Support Team
If you are experiencing an issue via the Self Service Portal, we will need the below information to resolve this problem. Along with gathering the below info, please also provide screenshots and spec…
Learn how to manage your subscription via the Neat Self Service Portal, the Neat mobile app, or via our support team. Access Self Service Portal. Open your Neat software or login into the Neat Cloud…
You can have your user information and data stored in Neat permanently deleted by following the steps below. At the moment, you can only complete these steps via the Neat Mobile application. How to p…
Neat Billing FAQ
Visa has recently instituted a global change in how refunds are required to be processed. While the intent of this is to improve visibility and the customer experience, there are situations where the…
Update credit card